Andreia Reese, financial advisor Terrell TX
89 score

Andreia Reese

CRD Number: 5592640
Current Firm: Edward Jones

Andreia Reese (CRD# 5592640) is an Investment Advisor Representative working at Edward Jones in Terrell, TX and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Edward Jones Terrell, TX Sep 2008 - Current 8
Mckesson Greenville, TX Mar 2008 - Aug 2008 < 1
Greenville Herald Banner Greenville, TX Sep 2007 - Mar 2008 < 1
Affordable Care Kinston, NC Mar 2004 - Sep 2007 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2013
Contact Info for Andreia K. Reese
Phone Number: 314-515-2000
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    140,424
    MILLIONS
  • Total Number of Accounts
    777,048
    ACCOUNTS
  • Average Account Value
    $180,715
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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